Purchases and Sales Made in Q4 2024 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.16% |
$752 - $835
|
6.19K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.17% |
$526 - $584
|
4.23K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.23% |
$526 - $584
|
2.99K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$301 - $334
|
1.12K
$87.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.44% |
$150 - $167
|
461
$36K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$75.2 - $83.5
|
7.01K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$75.2 - $83.5
|
3.42K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 1.11% |
$301 - $334
|
355
$27.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 8.6% |
$602 - $668
|
85
$6.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.12% |
$752 - $835
|
8.47K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.7% |
$1.05K - $1.17K
|
2K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 3.3% |
$3.01K - $3.34K
|
1.17K
$91.5K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.07% |
$3.38K - $3.76K
|
4.17K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45- 0.99% |
$3.38K - $3.76K
|
4.49K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.65% |
$3.53K - $3.92K
|
7.22K
$564K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-85- 0.58% |
$6.39K - $7.1K
|
14.5K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 2.78% |
$9.63K - $10.7K
|
4.48K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-144- 4.42% |
$10.8K - $12K
|
3.12K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 2.57% |
$11K - $12.2K
|
5.53K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 3.15% |
$11.3K - $12.5K
|
4.61K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-157- 5.19% |
$11.8K - $13.1K
|
2.87K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-190- 27.54% |
$14.3K - $15.9K
|
500
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-205- 0.17% |
$15.4K - $17.1K
|
123K
$9.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-239- 1.2% |
$18K - $20K
|
19.6K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-257- 3.06% |
$19.3K - $21.5K
|
8.15K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-274- 9.09% |
$20.6K - $22.9K
|
2.74K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-309- 8.49% |
$23.2K - $25.8K
|
3.33K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 1.79% |
$24.8K - $27.6K
|
18.2K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-589- 4.84% |
$44.3K - $49.2K
|
11.6K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-593- 12.35% |
$44.6K - $49.5K
|
4.21K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-729- 6.51% |
$54.8K - $60.9K
|
10.5K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-805- 20.1% |
$60.5K - $67.2K
|
3.2K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-904- 15.44% |
$68K - $75.5K
|
4.95K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-996- 22.13% |
$74.9K - $83.2K
|
3.5K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 14.76% |
$85.7K - $95.2K
|
6.59K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.27K- 2.74% |
$95.3K - $106K
|
44.9K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27K- 5.37% |
$95.4K - $106K
|
22.3K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.28K- 12.08% |
$96.2K - $107K
|
9.31K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 7.1% |
$97.5K - $108K
|
17K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 8.88% |
$113K - $125K
|
15.4K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.57K- 6.73% |
$118K - $131K
|
21.7K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.1K- 21.22% |
$158K - $175K
|
7.79K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.7K- 17.67% |
$278K - $309K
|
17.2K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.8K- 3.89% |
$285K - $317K
|
93.8K
$7.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.81K- 15.4% |
$287K - $318K
|
20.9K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.87K- 5.68% |
$291K - $323K
|
64.2K
$5.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 27.54% |
$310K - $344K
|
10.8K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.79K- 49.25% |
$510K - $567K
|
6.99K
$546K
|